Development Operations Coordinator

ORGANIZATION SUMMARY

The Depression and Bipolar Support Alliance (DBSA) is the leading peer-focused mental health organization whose mission is to “provide hope, help, support, and education to improve the lives of people living with mood disorders.” DBSA, at the national level, supports more than 400 support groups and approximately 80 local affiliate chapters. Each year, DBSA reaches more than 8 million individuals with support, educational resources, and tools to help individuals living with mood disorders lead productive and fulfilling lives. Additionally, through our advocacy efforts, we amplify peers’ voices and work toward systemic change in the delivery of mental health care.

DBSA offers peer-based, wellness-oriented support, empowering services, and resources, which are available when people need them, where they need them, and how they need to receive them. DBSA is available through our local support groups, the chapter network, national online support groups, Peer Specialist training courses, audio and videocasts, printed materials and mental health care facilities across America. DBSA is led by and created for individuals living with a mood disorder, and that experience informs everything that we do.

OUR VALUES

Integrity

• Perform at the highest standards. We strive for the best in class.
• Be honest in our interactions and develop trusting relationships.
• Take personal, and where appropriate, team responsibility for results.
• Acknowledge what we don’t know.

Openness

• Demonstrate willingness to continuously learn, grow, and change.
• Celebrate our differences.
• Be present, curious and receptive to new and different ideas and situations.

Mindfulness

• Ask for help and reciprocate help when needed.
• Respect each other’s perspectives, experiences, and sensitivities.
• Be mindful of our individual impact on the work environment.
• Speak with thoughtfulness. We think before we speak.

Collaboration

• Show a willingness to give up personal ownership for the greater good/outcome.
• Work together to foster individual and organizational growth.
• Create an environment where the whole is greater than the sum of its parts.
• Have a wholistic view of the work of the organization.
• Remain flexible to achieve optimal outcomes.

SCOPE OF ROLE

This position oversees and ensures the integrity of DBSA’s donor database, including data analysis and reporting. It drives the successful execution of gift processing and stewardship tasks and provides department support through a combination of ongoing and special projects. The Development Operations Coordinator works quickly and accurately to provide donors with a high-quality giving experience.

The ideal candidate is a Raiser’s Edge champion who values attention to detail and understands the importance of healthy data and operations. They are self-motivated, eager to learn, and a team player with effective data management and analytical skills.

DUTIES AND RESPONSIBILITIES

Donor Data Management, Analysis, and Reporting

• Actively manage and improve the quality of DBSA’s donor database to support the Development department’s revenue tactics and targets.
• Maintain and enhance the integrity of donor and gift records in the Raiser’s Edge NXT constituent relationship management (CRM) system.
• Determine the best use of Raiser’s Edge NXT features to achieve Development department goals.
• Continually review and optimize data management processes to improve methods for engaging donors and constituents.
• Develop reports for the Development team, Board of Directors, Finance, and other stakeholders as assigned.

Gift Entry & Donor Stewardship

• Manage the processing and acknowledgment of all gifts, including mail, credit card, online, planned gifts, and stock transfers, with a strong understanding of tax receipt protocols.
• Manage pledge payment tracking, acknowledgments, reminders, and follow-up processes, aiming for at least a 95% fulfillment rate, with an expected increase in tracking during the campaign.
• Work with the Senior Office Administrator to reconcile Raiser’s Edge gift records with accounting QuickBooks data on a monthly basis.
• Execute donor stewardship tasks, such as managing handwritten cards, tribute cards, and updates for tribute families.
• Establish a tribute process that ensures donors who have made a donation to the organization are integrated into the DBSA community, along with families of those honored or memorialized.
• Manage matching gift portals and tracking, ensuring all donors are properly credited, and develop a solicitation strategy.

Department Support

• Maintain development tracking tools, monitor progress toward revenue goals, and provide statistical reports on an ongoing basis.
• Assist the department with revenue budget planning and tracking.
• Respond to and handle donor inquiries or issues, record information, and escalate when necessary. Take the lead on non-escalated inquiries, enlisting others as needed.
• Manage relationships with third-party vendors to ensure that all state filing information is up to date and submitted.
• Support 40th anniversary and other event-related activities.

QUALIFICATIONS

These recommended qualifications and related work experience are suggestive in nature only. They are not intended to limit or restrict association employees or applicants in any way. They are guidelines for selection purposes; alternative qualifications may be substituted if sufficient to perform the duties and responsibilities of the position. The requirements of this position are subject to change with or without prior notice.

Education and Professional Work Experience

• 2+ years of experience with CRM database management, including knowledge of Raiser’s Edge.
• Experience in any of the following is preferred: data entry, database administration, project management, budgeting, and/or donor stewardship.

Knowledge and Skills

• High level of computer literacy and competency with Microsoft Office Suite, including Excel, and familiarity with project management tools and CRM platforms, including Raiser’s Edge.
• Ability to successfully manage project deadlines and deliverables.
• Some knowledge of budgeting processes and best practices.
• Ability to multitask and provide support to team members with diverse work styles.
• Commitment to problem-solving, continuous improvement, curiosity, and personal development.
• Outstanding interpersonal and communication skills characterized by the ability to listen, speak, and write effectively.
• Strategic thinker with strong analytical skills.
• Enthusiasm for nonprofit fundraising and a willingness to proactively seek best practices and new ideas.
• Ability to manage confidential information with discretion and tact.
• Personal experience (self, family, or friend) with mental health is preferred.

BENEFITS

This is a full-time position with a salary range of $53,000-$58,000 and generous benefits including health, dental, vision, disability, 401K, and life insurance. The position will primarily work standard hours of 8:30 am – 5:00 pm, with flexible start/end times possible. Periodic evening or weekend hours may be required. Currently, this position will require 2 days (Monday & Wednesdays) in the office. The candidate may work the remaining days remotely. This policy may be reviewed and revised.